Twilio: A Textbook GARP Software Play (NYSE:TWLO)

Core Insights - The software industry is facing challenges from generative AI, impacting valuations across the sector [1] - Twilio (NYSE: TWLO) is highlighted as a notable company that has successfully balanced rapid top-line growth with a move towards GAAP profitability [1] Company Analysis - Twilio demonstrates strong performance amid a volatile market, indicating its ability to adapt and thrive [1] - The company is positioned well with a focus on growth while maintaining strict valuation criteria, which enhances its investment appeal [1] Investment Strategy - The investment group led by Julian Lin emphasizes selecting stocks with a high probability of outperforming the S&P 500, combining growth principles with rigorous valuation standards [1] - The approach includes identifying undervalued companies with sustainable growth potential, supported by strong balance sheets and management teams [1]